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Tuesday, December 1, 2009, 5:51PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
Marshall Short-Term Income Instl (MSIFX)On Dec 1: 9.09  Down 0.01 (0.11%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:11.24%
5-Year Average Return:4.13%
Number of Years Up:0
Number of Years Down:1
Best 1-Yr Total Return (2008):-2.88%
Worst 1-Yr Total Return (2008):-2.88%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMSIFXCategoryDiffIndex*Diff
Year To Date11.249.092.156.245
1-Month0.810.680.130.490.32
3-Month2.922.530.392.600.32
1-Year11.769.592.1713.79-2.03
3-Year4.813.611.26.35-1.54
5-Year4.133.210.925.05-0.92
Last Bull Market ( 28-Feb-09 to 30-Sep-09)9.307.681.627.062.24
Last Bear Market ( 31-Aug-08 to 31-Aug-09)5.024.170.857.94-2.92
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMSIFXCategoryDiff
2009N/AN/AN/A
2008
 
-2.88-4.231.35
2007N/A4.29N/A
2006N/A4.05N/A
2005N/A1.45N/A
2004N/A1.63N/A
2003N/A2.54N/A
2002N/A5.47N/A
2001N/A7.27N/A
2000N/A7.59N/A
1999N/A2.21N/A
PAST QUARTERLY RETURNS (%) FOR MSIFX 
Q1Q2Q3Q4
20092.514.083.44N/A
20080.490.94-2.62-1.68
2007N/AN/A1.881.64
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date15541936.99
1-Month33443576.78
3-Month16043436.87
6-Month18042042.86
1-Year9541922.67
3-Year360N/A
5-Year305N/A

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